Client Services Officer
Bank of the Philippine Islands (BPI)
Date: 1 day ago
City: Manila
Contract type: Full time
The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors and attending to basic inquiries regarding
account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
Responsibilities
account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
Responsibilities
- Performs KYC and account opening
- Monitors and executes trades and transactions
- Monitors documentary and account management compliance
- Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
- Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance
- Attends to basic queries of branch on investment funds
- Handles investment queries from clients and referrers regarding account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
- Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements
- Graduate of any 4-year business course from reputable universities
- Has interest in investment, sales, and administrative functions
- Must earn mastery of investment sales process
- Must have sufficient understanding of relevant risks, internal policies, and external regulations
- Able to communicate basic product features and process to internal and and written communication
- Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
New Business Policy Administrator - SeaInsure
Monee,
Manila
19 hours ago
ResponsibilitiesJob Description:Perform manual encoding of policy data into internal systems via batch upload processes.Review and validate information to ensure accuracy and completeness of policy records.Coordinate closely with the Operations and Commercial Team to process new business submissions and pipeline requirements.Support the preparation, issuance, and maintenance of insurance policies, including endorsements, renewals, and cancellations.Handle GTLI-related administrative tasks such as policy setup,...
VP for Information Technology
HR TechX Corp.,
Manila
3 days ago
Vice President of IT to oversee technology operations, infrastructure, and business center support for over 6,000 employees across the Philippines both onsite (Manila and Cebu) and remote. This strategic role is responsible for aligning regional technology functions with global enterprise standards while ensuring high availability, security, and performance of all IT systems.Key ResponsibilitiesCollaborate with business and technology leadership to define...
ADMIN ASSISTANT
TapTalent.ai,
Manila
5 days ago
We're Hiring: Admin Assistant! We are seeking a detail-oriented and organized Admin Assistant to provide essential administrative support to our team. The ideal candidate will be proactive, efficient, and capable of handling multiple tasks while maintaining accuracy and professionalism in a fast-paced office environment. Location: Malate, Philippines Work Mode: Work From Office Role: Admin AssistantWhat You'll Do Manage daily administrative...
